Firmus Technologies, the Australian AI data center startup, has secured a fresh $505 million investment backed by Nvidia (NVDA). This new funding pushes the company’s valuation to $5.5 billion ahead of its expected initial public offering (IPO). The investment also reflects strong demand for the large-scale computing facilities in the global AI market. Firmus Raises $505 Million to Expand AI Infrastructure Firmus’ latest $505 million funding round was led by global investment firm Coatue Managem

AI Powerhouse Firmus Rockets to $5.5 Billion Valuation with Nvidia (NVDA) Backing Yahoo Finance

鎖定「算電協同」 寧德時代豪擲6億入股中恒電氣 世界新聞網

2026 年 4 月 6 日，顾客在加州洛杉矶的一家杂货店选购牛肉。在食品通胀持续高企的背景下，每磅碎牛肉价格已涨至约 6.49 至 8.96 美元区间，这一价格常常超过联邦最低工资每小时 7.25 美元的标准。供应短缺、干旱及牛群疫病共同推高了成本，而美国最低工资自 2009 年以来便一直未作调整。 周四公布的一项关键通胀指标显示，在近期能源价格大幅上涨之前，2 月核心通胀略有回落。该指标为美联储提供了伊朗冲突爆发前的经济状况快照。 美国商务部报告称，剔除食品和能源价格的 核心个人消费支出（PCE）价格指数 ，经季节性调整后，2 月同比上涨 3% 。整体通胀率上涨 2.8% 。 两项数据均符合 道琼斯 综合预期。核心通胀同比增速较 1 月回落 0.1 个百分点，整体通胀则与上月持平。 环比来看，核心通胀与整体通胀均上涨 0.4%，同样符合市场预测。 美联储将 PCE 价格指数作为衡量和预测通胀的主要依据。美国联储的通胀目标为 2%，并认为核心通胀更能反映长期价格趋势。 责任编辑：郭明煜

格隆汇4月9日｜以色列军方发布警告称，鉴于可能发生的袭击，将对贝鲁特南部郊区实施疏散。

Alphabet（GOOGL）和其他超大规模云服务商的AI数据中心增长正在使各州的清洁能源目标复杂化。内华达州的NV Energy警告称，尽管有企业清洁电力协议，但需求可能需要更多的化石燃料发电。 责任编辑：张俊 SF065

财联社4月9日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 中信证券(06030.HK)： 发布一季度快报，期内取得营业收入231.55亿元人民币，同比增加40.91%；净利润102.16亿元，同比增加54.6%。 迅销(06288.HK)： 公布截至2月28日止中期业绩，收入20552.27亿日圆，同比增长14.8%；净利润2792.9亿日圆，同比增长19.6%。 信利国际(00732.HK)： 前3月累计综合营业额约为31.16亿港元，同比减少约18.0%；3月销售额10.83亿港元。 中国海外发展(00688.HK)： 前3月累计合同销售515.20亿元，同比上升11.0%；3月销售额285.78亿元，同比上升34.8%。 中国金茂(00817.HK)：前3个月累计签约销售金额共计224.28亿元，同比增加25.54%。 中广核电力(01816.HK)： 前3月累计核电机组总发电量约为540.96亿千瓦时，同比下降10.10%。期内惠州1号机组、苍南1号机组首次并网成功，进入并网阶段。 德康农牧(02419.HK)：3月商品肉猪销售收入人民币13.82亿元，均价10.06元/公斤，环比下降12.60%。 中粮家佳康(01610.HK)：3月生猪出栏量55万头，本年累计152万头，商品大猪销售均价9.57元/公斤。 联想控股(03396.HK)：拟27.17亿元出售东方航空物流11.29%股份。 中原银行(01216.HK)：拟计划发行不超过5亿元科技创新债券及不超过100亿元无固定期限资本债券。 兆威机电(02692.HK)：拟参与竞买国有土地使用权并投资建设灵巧手及微型驱动系统产业园项目。 映恩生物-B(09606.HK)：DB-1303/BNT323用于不可切除或转移性HER2阳性成人乳腺癌的新药上市申请获得国家药监局受理。 沛嘉医疗-B(09996.HK)：GeminiOne® 经导管缘对缘修复系统美国早期可行性研究的首例患者植入。 博泰车联(02889.HK)：与民生银行签订全面战略合作协议。 复宏汉霖(02696.HK)：汉利康® (利妥昔单抗注射液)新增适应症的补充申请获国家药品监督管理局批准。 2）回购动态 腾讯控股(00700.HK)： 斥资约10亿港元回购196.4万股，回购价503-514.5港元。 小米集团-W(0181...

(RTTNews) - CoreWeave, Inc. (CRWV), a cloud infrastructure technology company, Thursday, announced an expanded long-term agreement with Meta Platforms, Inc. (META), the social media major, to provide AI cloud capacity through December 2032 for around $21 billion.

格隆汇4月9日｜柏楚电子(688188.SH)公告称，公司发布2025年年度报告摘要，实现营业收入21.96亿元，同比增长26.52%；归属于上市公司股东的净利润为11.13亿元，同比增长26.04%。公司拟向全体股东每10股派发现金红利19.28元(含税)，并以资本公积金向全体股东每10股转增4股。

优刻得公告，2025年实现营业收入16.99亿元，同比增长13.07%。归属于上市公司股东的净亏损7355.34万元。公司2025年度利润分配方案为：不派发现金红利，不送红股，不以资本公积转增股本。

My top 10 things to watch Thursday, April 9 1. Stock futures are pointing to a lower open this morning as oil prices are rising. U.S. benchmark WTI crude is up 5% to over $99 a barrel. Will oil tanker traffic in the Strait of Hormuz resume? Will the ceasefire hold? Iran has already accused the U.S. of breaching it. 2. After yesterday's big relief rally, the S & P 500 has climbed 6.9% from the war-driven bottom on March 30. It's also just 2.8% below its record close on Jan. 27. Yesterday, the market showed you what's worth owning when things calm down. Labor market and inflation are key questions. We learned this morning that the Fed's preferred inflation gauge matched expectations in February, up 3% year over year when excluding food and energy. 3. Club name Meta Platforms and CoreWeave announced an expanded long-term agreement for AI computing capacity worth $21 billion . Meta needs all the compute it can get for things like Reels and its new AI models , and CoreWeave has the chips, including Nvidia' s forthcoming Vera Rubin platform. Clear signal that the AI boom hasn't faded. 4. JPMorgan upgraded Capital One to buy from and hold, naming the credit-card issuer its top pick in the consumer finance sector. The pullback in this Club stock has been frustrating, but JPMorgan sees limited downside from here unless "new tail risks emerge." When Capital One reports in less than two weeks, I want to see clear progress in realizing synergies from the Discover acquisition and learn more about its plans for payments startup Brex . 5. Hormel Foods was downgraded to hold from buy at JPMorgan, with analysts worried about margin headwinds for the maker of Spam and Skippy peanut butter. Packaged food stocks have been a graveyard. Hormel is down 27% over the past year, and its 5% dividend yield hasn't blunted the decline. With plans to buy Unilever's food business, McCormick is arguably the most interesting stock in this neighborhood. 6. Stifel upgraded Texas Instruments to buy fro...

Meta Platforms（META）推出了Muse Spark，这是一种新的多模态AI模型，旨在为Instagram、WhatsApp、Facebook和雷朋智能眼镜上的Meta AI提供支持，目标是将其巨额的AI资本支出转化为产品。 责任编辑：张俊 SF065

England utility back Helena Rowland will start at inside centre in a much-changed team for their Women's Six Nations opener against Ireland at Allianz Stadium on Saturday.

4月9日，房地产投资信托公司Digital Realty表示，计划在新加坡投入超过43亿新元用于新建数据中心，目标总投资额接近70亿新元。（界面新闻）

在通胀持续且因伊朗战争可能进一步加剧的背景下，美国2月消费者支出几乎没有增长。 美国经济分析局周四公布的数据显示，经通胀调整后消费者支出环比增长0.1%。 剔除食品和能源价格后的所谓核心个人消费支出价格指数较1月上涨0.4%。与上年同期相比上涨3%。 责任编辑：江学思

NVIDIA (NVDA.US) is approaching the key threshold of $185, with its valuation at the low end among the 'Magnificent Seven'. 富途牛牛

FatCamera/E+ via Getty Images Thesis NovaBridge Biosciences ( NBP ) reported an FY25 GAAP EPS of about -$0.48. So, there have clearly been continued losses, with the company investing pretty heavily in clinical development. Now, even with the negative earnings, the company maintains a decent liquidity position with about $210.8 million in cash and short-term investments. We can expect this sum to provide cash runway through to 2028. My upside thesis would hinge more on continued strong clinical validation of Givastomig. I expect this candidate's progression to be a big driver of the stock, particularly if the upcoming data confirms durable efficacy and clean safety. What we want is a smooth transition into a registrational Phase 3 and a potential accelerated approval pathway to add momentum to shares. If we do see this, it would likely drive a significant re-rating of the pipeline with the market starting to assign a much more meaningful value beyond the company’s current near-cash valuation that we're seeing now. NovaBridge Biosciences NovaBridge Biosciences F Y25 results NovaBridge reported FY25 results this week, and the company seems to still be in transition from a restructuring phase into capital-intensive clinical development. As you would then expect, there’s been a hefty increase in R&D spending, now $62.9 million, up from $21.8 million back in 2024. Now, this was mainly driven by acquisitions such as VIS-101 and Bridge Health assets, but they’ve also made some progress on a few of their lead programs. That being said, it would seem that management’s focus right now is strategic prioritisation of pipeline acceleration over near-term profitability. They reported a net loss from continuing operations of about $88.3 million, a lot wider than the year before. However, I don’t see this deterioration as unusual for a biotech firm entering mid-stage trials. As for spending, administrative expenses remained relatively controlled, rising only slightly to $31.4 milli...

Rocket Lab (NASDAQ: RKLB) just completed its 85th mission, further strengthening the case that the business is executing at a high level. But with options activity surging and expectations already elevated, the bigger opportunity may come down to whether the stock can still justi

Image source: The Motley Fool. Nov. 14, 2024 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

在停火驱动的美股1.5万亿美元反弹之后，分析师称，这是“特朗普总是临阵退缩”（Trump Always Chickens Out，TACO）交易的一种表现。投资者押注于“战争边缘政策后局势降级”这一熟悉模式，使得 纳斯达克 100 ETF（QQQ）等科技权重基准指数反弹——尽管策略师警告这种局面不会永远持续。 责任编辑：张俊 SF065

格隆汇4月9日｜Meta Platforms发布首款重磅AI模型Muse Spark，华尔街分析师对此反应积极。摩根士丹利分析师Brian Nowak给予Meta“增持”评级和775美元目标价，称Muse Spark是“重新评估Meta的第一步”，并指出基准测试表现好于投资者的担忧。此外，美国银行分析师Justin Post重申对Meta的“买入”评级和885美元目标价，并指出此次发布时间早于媒体报道暗示的5月。

After recent losses in trials related to social-media practices, the tech company began taking down ads on its apps meant to attract eligible plaintiffs.

(RTTNews) - Dynacor Group Inc. (DNG.TO), an ore processing company for gold production, announced Thursday the appointment of Daniel Misiano as President & CEO immediately following the June 2026 Annual Shareholder Meeting.

格隆汇4月9日｜*ST华闻(000793.SZ)公告称，公司披露重整计划草案。方案拟以现有总股本为基数，每10股转增12股，转增股票不向原股东分配。其中，产业投资人海南国资联合体以6.1亿元受让5亿股，成为控股股东，海南省国资委将成为实控人；财务投资人以16.46亿元受让11.93亿股；其余转增股票用于清偿债务。债权清偿方面，普通债权50万元以下部分全额现金清偿，超过部分按5元/股以股抵债；有财产担保债权优先受偿部分留债3年清偿。重整旨在化解债务危机，巩固上市地位。

*ST华闻公告，华闻集团将以重整为契机，在重整投资人的支持下，妥善化解债务及财务危机，从根本上改善经营状况。重整计划包括强化存量业务，提升经营能力，具体包括文化旅游业务、国际旅游消费中心文化传媒业务、旅游消费基础设施业务等。其中，海南国资联合体将注资三亚凤凰岭文化旅游有限公司、海南省农旅文产业集团有限公司等，以实现文旅业务的数据化、模型化和智能化。

格隆汇4月9日｜新兴铸管(000778.SZ)公告称，公司发布2025年年度报告摘要，实现营业收入370.22亿元，同比增长2.29%；归属于上市公司股东的净利润为9.47亿元，同比增长465.67%。公司拟向全体股东每10股派发现金红利0.75元(含税)，送红股0股(含税)，不以公积金转增股本。

亚马逊 云计算部门的人工智能服务年化收入已突破150亿美元，首席执行官安迪・贾西表示，这是该公司首次公布这项已投入数十亿美元投资的业务数据。 这一基于第一季度业绩的数据，约占亚马逊云服务（AWS）1420亿美元年化收入的10%，也是投资者和分析师多年来的期盼。 此次披露是贾西周四在年度致股东信中公布的多项信息之一，信中描绘了这家科技巨头对人工智能领域雄心日益坚定的图景。 亚马逊股票在盘前交易中上涨1.5%。 与竞争对手一样，亚马逊面临着证明其人工智能投资将带来回报的压力。这家电商巨头2月份预测，今年资本支出总额将达2000亿美元，主要投向人工智能研发及基础设施，这一数字令投资者感到担忧，也加剧了对行业泡沫的疑虑。 “我们的投资……并非仅凭直觉，”贾西说。 “在AWS预计2026年的资本支出中，大部分将在2027-2028年实现变现，我们已就其中相当一部分获得了客户承诺。” 他表示，人工智能收入“正快速增长”，如果没有当前科技行业面临的产能限制，云业务的增长速度还会更快。 上个月，贾西在一次内部全员会议上表示，人工智能有望帮助亚马逊云服务（AWS）实现6000亿美元的年销售额，这是他此前预期的两倍。 但在亚马逊大举投入人工智能的同时，近几个月也裁员约3万人，以减少官僚主义、裁撤业绩不佳的部门并消除疫情期间过度招聘的影响。 定制芯片热潮 贾西还指出，随着大型科技公司开发自有处理器以降低对英伟达昂贵人工智能芯片的依赖，亚马逊的定制芯片业务实现了快速增长。 该业务包括Graviton处理器、Trainium人工智能芯片和Nitro网络卡，其年化收入率已翻倍，从第四季度业绩公布时的100亿美元增至超过200亿美元。 年化收入率指标是通过推算当前销售额来预测年度业绩的。 贾西暗示，亚马逊最终可能会将这些芯片出售给外部客户。竞争对手 谷歌 在类似策略上已取得成功，去年10月达成协议，向开发Claude的Anthropic公司供应100万块定制人工智能芯片，价值数百亿美元。 “我们的芯片需求非常大，未来很有可能会向第三方整批销售，”贾西说。 责任编辑：李肇孚

(RTTNews) - The U.S. economy grew by less than previously estimated in the fourth quarter of 2025, according to a revised data released by the Commerce Department on Thursday.

格隆汇4月9日｜据外交部消息，当地时间4月9日，中共中央政治局委员、外交部长王毅在平壤锦绣山迎宾馆同朝鲜外相崔善姬举行会谈。王毅说，过去一年中朝交往亮点纷呈，有力彰显了中朝鲜血凝成的传统友谊永不褪色、牢不可破。今年是《中朝友好合作互助条约》签订65周年。65年来，无论国际和地区形势如何变化，中朝作为好邻居、好朋友、好同志，始终相互信赖、相互支持，为维护地区及世界和平稳定、促进各自发展作出不懈努力。中方愿同朝方共同办好条约签订65周年纪念活动，加强高层交往，密切各层级各领域对话与务实合作，深化人文交流，促进民心相通，助力各自经济和社会发展。